Realvolve. The new Dashboard is Live!

It’s here! Time will tell but it looks like Realvolve may have one of, if not the most intelligent/informative dashboards in the industry. I received an email today telling me that my dashboard will be different. It said:

“When you login to your Realvolve account today you will notice the dashboard has changed. There will be a few widgets and gadgets to show information…. Hang tight… It’s learning… We’ve started the process of analyzing the explicit data in your database so it can extract out the implicit data “intelligent” data. It will be in a learning mode for a couple weeks and the more it grows in knowledge, the more information will be available.

We will also be holding a training on it next week (email to follow). “

New Realvolve dashboard


Just the fact that it will be learning is something I have never seen before. Is it just marketing? It doesn’t look like it. It looks like something that can actually help you run your business like a business and be more intelligent about how you run it.

Unfortunately my account is not in actual use so I won’t be able to see how it works. I have a request for those of you who are using it. Will you let me know how you like it? Reply here or better yet – on the forum I have for them here.

For more information or to trial orpurchase Realvolve, click here. By the way – you get my Trans-Plans Emails for free when you sign up here!

Intuitive, Navigability, and Learning Curve

These are three aspects of evaluating a CRM. You may want to bear these in mind when you are in any software program, and defining what they are may make it easier to do your evaluation.

Intuitive or Intuitive Design: Most agents have a fair understanding of what this means. If you are on a screen and you want to do something, is it pretty clear what you should click on to accomplish it? Or is it hidden away and hard to find or figure out. For example if you want to import contacts, is there somewhere on the screen that you would guess, and be right, that enables you to do it? In this image you can see that if you hover TP Intuitiveover Contacts, the drop-down offers “Import Contacts“. If most of the maneuvering is that obvious, then you could say that the CRM is intuitive.

Note that the more features a CRM has, the more difficult it is to make it so that everything you want to do is easy to find and readily available from any screen. There is only so much screen real estate to fit everything into. There will almost always be some things that require a little more work to find. That’s why one of the things you do when you get a CRM is to go click crazy. Any time you’re on a new page, click on everything. See what’s there. You won’t remember it all at first but it’s akin to moving to a new neighborhood and driving around all the streets. Little by little you’ll start to remember where everything is.

Next – Part 2 – Navigability